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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

862 hedge funds and large institutions have $19.4B invested in iShares MSCI USA Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 360 increasing their positions, 219 reducing their positions, and 47 closing their positions.

Holders
862
Holders Change
+97
Holders Change %
+12.68%
% of All Funds
13.31%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.84%
New
159
Increased
360
Reduced
219
Closed
47
Calls
$4.05M
Puts
$1M
Net Calls
+$3.05M
Net Calls Change
-$23M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$198M
2
MWM
2
Merriman Wealth Management
Washington
$212M
3
AWM
3
AE Wealth Management
Kansas
$113M
4
CAM
4
Cresset Asset Management
Illinois
$82.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$22.8M
2
HI
2
Horizon Investments
North Carolina
$170M
3
PI
3
PFS Investments
Georgia
$66.5M
4
B
4
Barings
North Carolina
$49.2M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
726
Oxford Financial Group
Indiana
$204K 1,400 +1,400 New
HIIFS
727
Harel Insurance Investments & Financial Services
Israel
$204K 1,400 +1,400 New
HCA
728
Horan Capital Advisors
Ohio
$201K 1,381 +1,381 New
EFS
729
Essex Financial Services
Connecticut
$200K 1,373 +1,373 New
CFD
730
Creative Financial Designs
Indiana
$196K 1,345 -943 -41%
SSB
731
Sandy Spring Bank
Maryland
$188K 1,294 +471 +57%
SWM
732
Selective Wealth Management
Virginia
$184K 1,261 +460 +57%
PIM
733
Progressive Investment Management
Oregon
$178K 1,222 – –
PGAM
734
Princeton Global Asset Management
New Jersey
$178K 1,226 – –
EWM
735
Evermay Wealth Management
Virginia
$178K 1,223 – –
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$178K 1,221 +250 +26%
PWMG
737
Prestige Wealth Management Group
New Jersey
$168K 1,158 +1 +0.1%
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
$167K 1,150 -42 -4%
VCM
739
Vigilant Capital Management
Maine
$166K 1,141 – –
Bessemer Group
740
Bessemer Group
New Jersey
$160K 1,096 +7 +0.6%
M
741
MOTCO
Texas
$157K 1,082 +819 +311%
MPCG
742
Matrix Private Capital Group
New York
$153K 1,049 – –
RWA
743
RGT Wealth Advisors
Texas
$152K 1,044 +1,044 New
WPWM
744
Western Pacific Wealth Management
Illinois
$145K 1,000 +1,000 New
TWP
745
TFO Wealth Partners
Ohio
$143K 1,000 – –
MHR
746
Matthew Hamilton Rosenberg
$142K 974 -17 -2%
VRM
747
Vectors Research Management
New York
$139K 957 – –
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$138K 947 +19 +2%
KPCM
749
Kings Point Capital Management
New York
$138K 950 +138 +17%
RG
750
Retirement Group
California
$133K 915 +2 +0.2%
28 29
30
31 32